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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,962 | $152,612+4.2% | $125,192+27.0% | $152,897+4.0% |
| Participation rate | 54.5% | 83.3%-28.8pp | 79.8%-25.2pp | 82.5%-27.9pp |
| Annual return | 22.43% | 54.85%-32.4pp | 43.79%-21.4pp | 345.43%-323.0pp |
| Employer contribution / active EE | $1,002 | $4,947-79.7% | $3,866-74.1% | $4,764-79.0% |
| Participant deferral / active EE | $4,192 | $5,868-28.6% | $4,937-15.1% | $5,851-28.4% |
| Admin fee / account holder | $40,161 | $13,437+198.9% | $9,704+313.9% | $11,599+246.2% |